Filter Options

The Filter Options can be used to limit the information displayed in the schedule screen to focus on specific data. The Record Types can be selected by check box. Filters can also be created to display specific job classes/positions/profiles and activity code or coverage period information.

The filterable data is stored within the archived schedule. The information for the filter options can change since the time that the archive was created, for example, activity codes might have different names, profiles might have been created or deleted, etc. However, an archived schedule is displayed exactly as it looked at the time it was archived. Therefore, users cannot save new filters on an archived schedule, and those Display Options that are listed are the filters of the person who created the archive, not the filters of the users viewing the archive.

The following Record Types are available when the Schedule screen is open.

Check the box to the left of the record type to include it on the schedule grid. Clicking on the box alternately displays and hides the record type.

The following options are available in the Current Filter section of the left pane when the Schedule screen is open:

Steps for Creating a Temporary Archived Schedule Filter

Complete the following steps to create a new schedule filter. This filter is effective only during the current session, since it cannot be saved:

1. Click on the Show Filter button in the left pane to open the Filter Properties configuration screen.
2. Select the Options tab.
3. Choose the types of filters to apply by checking the box to the left of each option. More than one option can be selected. For example, a filter could list the employees who are scheduled to work a specific activity code and also a specific position.

   The filter options available are listed below:

   Activities

   Allows the schedule to be filtered by the specific activity codes assigned to employees. Activity codes included in the filter are selected on the Criteria tab.

   Note: To prevent pay codes from displaying when using this filter, select the Pay Code filter and do not select any pay code options.

   Coverage Periods

   Allows the schedule to be filtered based on the coverage periods associated with the employees' assigned activity codes. For example, if the Day coverage period runs from 07:00 to 15:00, the Day filter includes all activity codes that overlap that time frame.

   Coverage periods included in the filter are selected on the Criteria tab. The coverage periods available are determined by the Coverage Set selected from the drop down menu.

   Job Class Permissions

   Allows the schedule to be filtered to display only those employees with permission to work a job class linked to specified profile(s). Job Classes included in the filter are selected on the Criteria tab.

   Job Class Scheduled

   Allows the schedule to be filtered to display only those employees assigned to a profile linked with the specified job class(es). Job Classes included in the filter are selected on the Criteria tab.

   Pay Codes

   Allows the schedule to be filtered based on time and attendance pay codes. Pay codes included in the filter are selected from the listing on the Criteria tab.

   Note: To also prevent activity codes from displaying when using this filter, select the Activities filter and do not select any activity code options.

   Position Permissions

   Allows the schedule to be filtered to display only those employees with permission to work the position(s) specified. Employees must have a matching position in one of the active records in their Employee record>Labor Distributions screen. Positions included in the filter are selected on the Criteria tab.

   Note: This position must be filled into the Position field in the Labor Distribution record--it cannot be implied by a matching Job Class/Organization Unit combination.

   Position Scheduled

   Allows the schedule to be filtered to display only those employees assigned to a profile linked with the specified position(s). Positions included in the filter are selected on the Criteria tab.

   Profile Permissions

   Allows the schedule to be filtered to display only those employees qualified to be assigned to specified profile(s). Employees must have a matching position in one of the active records in their Employee record>Labor Distributions screen that is linked to the profile of the schedule assignment. Profiles included in the filter are selected on the Criteria tab.

   Note: This position must be filled into the Position field in the Labor Distribution record--it cannot be implied by a matching Job Class/Organization Unit combination.

   Profile Schedule

   Allows the schedule to be filtered to display only those employees assigned to selected profile(s). Profiles included in the filter are selected on the Criteria tab.

4. After selecting the filter options, open the Criteria tab.
5. For each option, select the specific criteria to include in the filter. The criteria displayed depend on the filters chosen on the Options tab. For example, if Position Scheduled is selected from the Options tab, indicate which positions to include in the filter on the Criteria tab.
   • By default all options in a criteria option are selected.
   • To un-select all options in a criteria option, click on the box to the left of the option name. Clicking on this box alternately selects and de-selects all options in the list.
   • To select specific options, click on the box to the right of each record. Clicking on this box alternately selects and de-selects an option.
6. If the Coverage Periods option is selected, be sure to select the coverage set being used by this filter from the Coverage Set drop down menu.

   Allows the schedule to be filtered based on the coverage periods associated with the employees' assigned activity codes. For example, if the Day coverage period runs from 07:00 to 15:00, the Day filter includes all activity codes that overlap that time frame.

   Coverage periods included in the filter are selected on the Criteria tab. The coverage periods available are determined by the Coverage Set selected from the drop down menu.

7. Once all options have been selected, click on the Save Filter icon at the top of the configuration screen to save this filter.

The following are available in the Filter Properties configuration screen. All other options are disabled for archived schedules: